Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235B
AUM Growth
+$23.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,511
New
Increased
Reduced
Closed

Top Buys

1
+$727M
2
+$720M
3
+$681M
4
HLT icon
Hilton Worldwide
HLT
+$575M
5
WMB icon
Williams Companies
WMB
+$343M

Top Sells

1
+$1.38B
2
+$942M
3
+$888M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$358M

Sector Composition

1 Technology 9.15%
2 Financials 8.94%
3 Healthcare 7.57%
4 Energy 7%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
$1.22M ﹤0.01%
90,085
+57,761
3702
$1.22M ﹤0.01%
10,090
-8,801
3703
$1.22M ﹤0.01%
8,611
-329
3704
$1.21M ﹤0.01%
154,672
-4,798
3705
$1.21M ﹤0.01%
69,152
-3,172
3706
$1.21M ﹤0.01%
25,678
-142,688
3707
$1.21M ﹤0.01%
46,383
-23,132
3708
$1.21M ﹤0.01%
47,673
+17,861
3709
$1.21M ﹤0.01%
30,345
+17,917
3710
$1.2M ﹤0.01%
38,941
-12,782
3711
$1.2M ﹤0.01%
111,809
-3,134
3712
$1.2M ﹤0.01%
64,979
-160,280
3713
$1.2M ﹤0.01%
94,621
+53,298
3714
$1.2M ﹤0.01%
100,493
-38,804
3715
$1.2M ﹤0.01%
115,386
-11,033
3716
$1.2M ﹤0.01%
18,780
-94,730
3717
$1.2M ﹤0.01%
47,854
+14,242
3718
$1.2M ﹤0.01%
+32,238
3719
$1.19M ﹤0.01%
+11,819
3720
$1.19M ﹤0.01%
71,439
-170,674
3721
$1.19M ﹤0.01%
3,313
+916
3722
$1.19M ﹤0.01%
97,268
+40,808
3723
$1.19M ﹤0.01%
91,238
-4,200
3724
$1.19M ﹤0.01%
93,047
-11,429
3725
$1.19M ﹤0.01%
54,578
+10,656
147 148
149
150 151